Inputs you need for Settlement Allocator in Brazil
5 min read
Published April 15, 2026 • By DocketMath Team
Inputs you will need
Before you run DocketMath’s Settlement Allocator for Brazil (BR), gather the inputs that drive how a settlement amount is distributed across claim categories. The tool can produce a jurisdiction-aware allocation, but it needs a consistent set of data points so the output is both explainable and aligned with the agreement’s intent.
Use this checklist to collect the essentials:
- Example: BRL 250,000.00
- Used to align time-sensitive computations (for example, how updates/interest are treated in the settlement terms).
- Common buckets in Brazilian matters:
- You can provide either:
- The settlement may include method language you can translate into tool settings/flags, such as:
- At minimum:
- If there are multiple recipients, list them and include their shares/weights if the agreement specifies a split.
- Examples:
- Confirm you’re using Brazil (BR) rules in the tool configuration.
- Example: round to nearest cent (2 decimals) or keep full precision for downstream reconciliation.
- Keep a short “why this value” mapping so the allocation can be traced back to the document, e.g.:
- “Category X came from Clause 4.2 of the settlement.”
Pitfall to avoid: If you enter only a single lump-sum “settlement amount” without identifying the categories you intend to allocate (principal, interest, update, fees/costs), the result may be harder to justify and may not match how parties expect the settlement to be reported.
(Gentle note: this is a process checklist, not legal advice. Settlement wording can vary, so when in doubt, follow the agreement’s language.)
Where to find each input
You can source most inputs from four places: the settlement agreement, court paperwork, your internal claim calculations, and payment instructions.
Here’s a practical mapping:
| Input | Best place to find it | What to copy exactly |
|---|---|---|
| Settlement total | Settlement agreement / settlement order / final payment confirmation | The agreed BRL amount and whether it’s “inclusive” or “exclusive” of fees/updates |
| Settlement date | Agreement signature date and/or clause specifying “effective date” | The date the agreement treats as start/end for time-based components |
| Claim categories | Agreement payment breakdown clauses | Names of components (e.g., “correção monetária”, “juros”, “honorários”) and whether each is separate or bundled |
| Amount basis per category | Agreement schedules/exhibits / prior calculation memos | Clause references or the numeric line items for each component |
| Party mapping | Settlement agreement “Recitals” and “Parties” sections | Legal names and any IDs used internally; recipient shares if there are multiple claimants |
| Allocation instructions | Clauses describing method | Wording like “shall be allocated proportionally to principal” or “shall follow the calculation already established” |
| Rounding preferences | Internal accounting policy or agreement instructions | “Two decimals” is common, but follow what you must reconcile |
| Audit notes | Internal checklist / spreadsheet version | A short note tying each value to a clause/exhibit |
If you’re building the inputs from scratch, structure your workflow before calculation. You can start the process right in DocketMath’s Settlement Allocator.
Run it
Once your checklist is complete, you can run DocketMath and produce an allocation you can review, adjust, and export.
- Launch DocketMath → Settlement Allocator
- Open the tool via /tools/settlement-allocator
- Select jurisdiction
- Confirm Brazil (BR) is active.
- Enter the settlement totals
- Input:
- **Settlement total (BRL)
- Settlement date (or effective payment date)
- Define allocation categories
- Add the claim components you expect to allocate.
- If the agreement provides explicit line items, choose the mode “use agreement line items as-is.”
- If the agreement provides a lump sum but expects distribution, choose a proportional approach and provide the relative values basis (for example, principal vs. total claim).
- Map recipients
- Add claimant(s) and their shares.
- If your settlement specifies proportional distribution, enter those shares; otherwise, keep a default “as entered” split and adjust if the agreement requires a different allocation.
- Apply instructions and rounding
- Set any component exclusions (e.g., “exclude fees from residual”).
- Configure rounding (typically 2 decimals).
- Review the output
- You should get:
- A breakdown per category
- A per-recipient distribution
- A summary showing totals tie back to the settlement amount you entered
- Iterate quickly
- Change one input at a time (for example, settlement date or inclusion/exclusion of interest/fees) to see how outputs shift.
Warning: Changing only one input (such as settlement date) can change results significantly if the agreement treats updates/interest as time-dependent. If you’re uncertain which date governs, re-check the exact clause referencing “effective” or “payment” timing.
What outputs change when inputs change
Use this quick guide when reviewing results:
- Settlement total
- Scales all category amounts proportionally (or according to residual allocation rules).
- Settlement date
- Can alter time-based components (updates/interest) if category inputs depend on timing.
- Agreement line items vs. proportional allocation
- Line-item mode preserves the agreement’s internal structure.
- Proportional mode distributes based on the relative basis inputs you provided.
- Rounding
- Can affect cent-level totals and may create small residuals. Ensure the rounding policy matches your reconciliation workflow.
When you’re satisfied, save the allocation output and keep your input-to-output notes for auditability.